This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-17-2019
- Office Locations
- 9
Office Locations
About Americana Partners, LLC
Americana Partners provides financial planning and investment management for a select group of individuals and families, with a family-office level service model. The team emphasizes capital preservation while incorporating alternative investment strategies, and leverages a broad network to connect clients to opportunities and each other. Platform support includes Dynasty Financial Partners and Schwab Advisor Services.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JASON LAWRENCE FERTITTA
Chief Executive Officer, FOUNDING PARTNER, Managing Director
- CRD
- #4460865
- Ownership
- Less than 5%
MELISSA CHRISTINE GILES
Chief Platform Officer
- CRD
- #5388781
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
Unlock allContacts
JAVIER IGNACIO ALTIMARI
Partner
- CRD
- #5996292
JORGE LUIS AMBRIZ
--
- CRD
- #5599844
Showing 2 of 53 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,980,506,076 | $1,747,311 |
| Non-Discretionary | $2,121,183,057 | $708,005 |
| Total | $9,101,689,133 | $1,301,915 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing